Case Study: US-Based Global Financial Services Firm achieves streamlined loan document generation with Mitratech HotDocs

US-Based Global Financial Services Firm - Customer Case Study

US-Based Global Financial Services Firm, a top-10 global bank with $2 trillion in assets, 250,000+ employees and operations in 60+ countries, faced persistent inefficiencies and user frustration from an elaborate word‑processor macro process for loan document preparation as it grew through acquisitions and reorganizations. To address the need for greater flexibility, consistency and speed in document generation, the firm adopted Mitratech HotDocs (HotDocs templates and later HotDocs Server) as its strategic document automation solution.

Mitratech HotDocs implemented a master interview approach, integrated HotDocs with FileNet for centralized template/version control and with systems of record to auto-populate data, and expanded from ~350 templates to 500. The result: streamlined, automated loan document assembly, reduced manual intervention (Commercial Leasing achieves ~85% of required data elements via system interfaces), improved user experience and measurable infrastructure efficiencies after upgrading to HotDocs Server.